Level Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Level Financial Advisors’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-597	Closed	-$19.1K	–	133
2023 Q4	$19.1K	Hold	597	–	–	0.01%	162
2023 Q3	$18.1K	Hold	597	–	–	0.01%	154
2023 Q2	$18.9K	Hold	597	–	–	0.01%	151
2023 Q1	$18.8K	Buy	597 +183	+44%	+$5.8K	0.01%	138
2022 Q4	$12K	Sell	414 -3,370	-89%	-$98.8K	0.01%	154
2022 Q3	$105K	Buy	3,784 +2,577	+214%	+$80.4K	0.08%	67
2022 Q2	$39K	Buy	1,207 +1,143	+1,786%	+$38.8K	0.03%	118
2022 Q1	$2K	Hold	64	–	–	﹤0.01%	207
2021 Q4	$3K	Buy	+64	New	+$2.64K	﹤0.01%	225

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Level Financial Advisors's ESGE Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2024, closing a stake of 597 shares — an estimated $19.1K sold.

Level Financial Advisors first reported a position in ESGE in Q4 2021 and held it in 9 quarters. The position peaked at $105K in Q3 2022. 497 funds tracked by Wall St. Rank hold ESGE as of Q1 2024.

Level Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 597 iShares ESG Aware MSCI EM ETF shares in Q1 2024, an estimated $19.1K.
Level Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $105K in Q3 2022.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.